Walled Lake Planning & Wealth Management’s Marathon Petroleum MPC Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio MPC Stock Details MPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-352	Closed	-$22K	–	234
2021 Q3	$22K	Buy	352 +3	+0.9%	+$173	0.01%	212
2021 Q2	$21K	Buy	349 +4	+1%	+$234	0.01%	202
2021 Q1	$18K	Buy	345 +3	+0.9%	+$152	0.01%	203
2020 Q4	$14K	Buy	342 +5	+1%	+$179	0.01%	202
2020 Q3	$10K	Buy	337 +5	+2%	+$176	0.01%	214
2020 Q2	$12K	Sell	332 -102	-24%	-$3.28K	0.01%	186
2020 Q1	$10K	Buy	434 +5	+1%	+$230	0.01%	185
2019 Q4	$26K	Buy	+429	New	+$26.8K	0.02%	147

Other funds holding MPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Walled Lake Planning & Wealth Management's MPC Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Marathon Petroleum (MPC) in Q4 2021, closing a stake of 352 shares — an estimated $22K sold.

Walled Lake Planning & Wealth Management first reported a position in MPC in Q4 2019 and held it in 8 quarters. The position peaked at $26K in Q4 2019. 1,097 funds tracked by Wall St. Rank hold MPC as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Marathon Petroleum position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 352 Marathon Petroleum shares in Q4 2021, an estimated $22K.
Walled Lake Planning & Wealth Management first reported a position in Marathon Petroleum in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Marathon Petroleum position peaked at $26K in Q4 2019.
1,097 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.